Susquehanna Fundamental Investments is based out of Bala Cynwyd. Their last reported 13F filing for Q1 2025 included $7,159,332,611 in managed 13F securities
and a top 10 holdings concentration of 22.62%. Susquehanna Fundamental Investments's largest holding is VISA Inc with shares held of 3,400,000. Whalewisdom has at least 29 13F filings, and 3 13G filings
2025-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| V VISA Inc (CALL) | 1.81% |
| GD General Dynamics Cor | 0.65% |
| CI Cigna Holding Co | 0.64% |
| AMGN Amgen, Inc | 0.6% |
| HON Honeywell Internatio | 0.55% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| PM Philip Morris Intern | 0.55% |
| GOOGL Alphabet Inc. Class | 0.52% |
| PFE Pfizer, Inc | 0.49% |
| BK Bank Of New York Mel | 0.48% |
| SLB Schlumberger Ltd | 0.47% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| V VISA Inc(CALL) | 16.64% |
| KO Coca-Cola Co | 0.73% |
| HON Honeywell Internatio | 0.71% |
| JPM JPMorgan Chase & Co. | 0.67% |
| CI Cigna Holding Co | 0.66% |
2025-03-31
13F Activity
| Market Value | $7.16b, Prior: $7.00b |
| Inflows (Outflows) as % of Total MV | +1.8692% |
| New Purchases | 201 stocks |
| Added To | 309 stocks |
| Sold out of | 210 stocks |
| Reduced holdings in | 441 stocks |
| Top 10 Holdings % | 22.62% |
| Turnover %[1] | 32.49% |
| Turnover Alt %[2] | 25% |
| Time Held Top 20 | 0.55 quarters |
| Time Held Top 10 | 0.3 quarters |
| Time Held All | 0.81 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-03-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31